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Creekmur Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Creekmur Asset Management’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-83
Closed -$8.14K – 990
2024
Q3 		$8.14K Buy
83
+17
+26% +$1.64K ﹤0.01% 471
2024
Q2 		$6.18K Buy
+66
New +$6.13K ﹤0.01% 561

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creekmur Asset Management's IEF Position: Q4 2024 in Review

Creekmur Asset Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2024, closing a stake of 83 shares — an estimated $8.14K sold.

Creekmur Asset Management first reported a position in IEF in Q2 2024 and held it in 2 quarters. The position peaked at $8.14K in Q3 2024. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

  • Creekmur Asset Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Creekmur Asset Management sold 83 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $8.14K.
  • Creekmur Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and held it in 2 quarters.
  • Creekmur Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $8.14K in Q3 2024.
  • 974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on Creekmur Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.